Asset manager
Cacti Asset Management, LLC
SEC-registered investment adviser · CRD 156131 · SEC 801-72215
At a glance
Cacti Asset Management, LLC is an SEC-registered investment adviser based in United States, with $1.8 billion in regulatory assets under management as of its Form ADV filed January 17, 2026. Its largest client group by assets is insurance companies, and it reports 36 individual clients. By Form ADV it is a asset manager, ranked 1,090th of 3,218 asset managers and 3,836th of 17,210 SEC-registered advisers by assets.
cactipartners.comAs filed on Form ADV
- Regulatory AUM
- $1.8B
- Rank among asset managers
- #1,090 of 3,218
- Rank among all SEC RIAs
- #3,836 of 17,210
- Individual clients
- 36
- High-net-worth clients
- 36
- Accounts
- 63
- Discretionary
- 100% of AUM
- Employees
- 1
- Advisory staff
- 1
- Offices
- 1
Owners and executives on its Form ADV
- Joshua S. PechterChief Compliance Officer
- Joshua S. PechterManaging Member
- Meredith G. PechterMember
- Grayson S. PechterMember
- Truen F. PechterMember
- Hollace C. PechterMember
- Rowan G. PechterMember
Custody and brokerage
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Insurance companies | – | $1.0B | 57% |
| High-net-worth individuals | 36 | $346M | 19% |
| Pooled investment vehicles | 1 | $251M | 14% |
| Charitable organizations | 6 | $178M | 10% |
Private funds
Cacti Asset Management, LLC reports 1 private funds with $251M in gross assets: hedge funds (Form ADV Item 7.B).
Disciplinary disclosures
Cacti Asset Management, LLC reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Portfolio management for individuals and small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses and institutions
How it’s paid
- A percentage of assets under management
- Fixed fees
- Performance-based fees
Form ADV and brochures on the SEC’s adviser search ↗cactipartners.com ↗
AtlasMembers
The full record on Cacti Asset Management, LLC
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, ten years of filings
- Locked
- Growth over one, three and five years
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- Rank against 924 peers of its type and size
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- Owners and executives, with titles and stakes
- 7 namedLocked
- Main office, fax and compliance officer
- Locked
- Filing changes this year, with alerts
- 1Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does Cacti Asset Management, LLC manage?
Cacti Asset Management, LLC reports $1.8 billion in regulatory assets under management across 63 accounts, 100% of it on a discretionary basis, on its Form ADV filed January 17, 2026.
What kind of firm is Cacti Asset Management, LLC?
Cacti Asset Management, LLC is a asset manager by its Form ADV answers. Most of its assets are managed for funds, institutions or other businesses rather than individuals.
Who are Cacti Asset Management, LLC’s clients?
By assets, its largest client types are insurance companies ($1.0 billion); high-net-worth individuals ($346 million, 36 clients); pooled investment vehicles ($251 million, 1 clients).
Does Cacti Asset Management, LLC manage private funds?
Yes. It reports 1 private funds with $251 million in gross assets, including hedge funds.
Does Cacti Asset Management, LLC have any disciplinary history?
Cacti Asset Management, LLC reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Cacti Asset Management, LLC’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-01-17), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →